News list for "jpmorgan"

JPMorgan Chase's long share of U.S. Treasury clients hits new high since 2023

JPMorgan's Treasury client survey showed that the share of bulls rose by 1 percentage point in the week to January 13 to its highest level since December 4, 2023. Neutral increased by 1 percentage point. Net longs reached their highest level since November 4 last year.

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2025-01-14 20:39:29
JPMorgan's share of long Treasury clients rose to its highest level in more than a year

JPMorgan's Treasury client survey showed that bears rose 6 percentage points in the week to January 6, bulls rose 8 percentage points and neutral fell 14 percentage points. The survey of all clients showed that bulls rose to their highest level since December 4, 2023, while neutral fell to its lowest level since December 4, 2023.

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2025-01-07 21:55:12
JPMorgan trading team: Strong economic growth makes bear market "highly unlikely"

JPMorgan's trading team said that while the risks to a strong stock market rally are growing, there is "very little chance" of a bear market downturn in the context of strong economic growth. US stocks could see a 4% -5% or even 10% correction after two consecutive years of rising more than 20% in the S & P 500, but the bull market remains intact against the backdrop of above-trend GDP, the team led by Andrew Tyler, head of global market intelligence, said in a note to clients on Monday.

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2025-01-07 03:09:27
JP Morgan: Record $78 billion Expected to Enter Crypto Market in 2024

JPMorgan Global Market Strategists said in a report that 2024 is a pivotal year for digital assets, helped by Trump's victory, with a record $78 billion expected to enter the crypto market. This capital inflow consists of several key components: $27 billion net inflow of crypto funds, $14 billion invested in CME futures, $14 billion raised by crypto venture capital funds, $22 billion bitcoin purchased by MicroStrategy, and $1 billion bitcoin purchased by bitcoin miners. In other words, only Micr...

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2025-01-05 09:48:30
JPMorgan Chase: MicroStrategy leveraged ETFs are having a growing impact on the crypto market

JPMorgan Chase said in a research note that the expansion of leveraged MicroStrategy (MSTR) ETFs and the flow of funds they attract have had a more pronounced impact on the company's stock and crypto markets than before. The bank said these ETFs played a major role in the stock's nearly 60% gain in November. Total inflows into U.S. spot Bitcoin (BTC), spot Ether (ETH) and leveraged MicroStrategy ETFs hit a record high of nearly $11 billion in November, with leveraged MSTR ETFs accounting for $3....

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2024-12-06 03:10:08
JPMorgan Chase: Fed Expected to End Balance Sheet Reduction in Quarter 1, 2025, Not Before End of 2024

With liquidity conditions returning to normal after the end of October, strategists such as JPMorgan's Teresa Ho expect the Fed to end quantitative tightening (QT) in the first quarter of 2025, a process previously expected to be completed by the end of 2024. Increasing supply of US treasury securities and repo, and money market funds looking to expand into longer maturities amid waning expectations of easing, have pulled more money from the Fed's overnight reverse repo facility.

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2024-11-09 05:59:01
List of important developments at noon on November 8

7:00-12:00 Keywords: BlackRock, JPMorgan Chase, OpenAI, Ethereum Foundation 1. MakerDAO voted to change its name to Sky. More than 280 pro-crypto candidates won seats in the U.S. Congress. 3. BlackRock is in talks to acquire a minority stake in hedge fund manager Millennium. 4. JP Morgan Chase: Bitcoin will continue to benefit from Trump's election victory in the next eight weeks or so. 5. Yesterday, the BlackRock Bitcoin ETF flowed into $1.11692 billion, the highest inflow since its launch; 6. ...

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2024-11-08 12:04:03
JP Morgan Chase: Bitcoin will continue to benefit from Trump's election victory in the next eight weeks or so

JPMorgan Chase said in a report released Thursday that it believes bitcoin will continue to benefit from a Republican victory in the US Presidential Election. The report said a Trump victory would have repercussions similar to those of 2016 in the next eight weeks or so. While bitcoin has surged and gold prices have fallen as a result of Trump's victory, Trump's policies could support both in 2025. As traders try to hedge against currency depreciation and geopolitical resistance, Huang...

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2024-11-08 08:44:54
JPMorgan CEO: America is coming to the end of one of the "toughest" and "most divisive" elections in recent history

According to CNBC, JPMorgan Chase CEO Jamie Dimon today continued to avoid endorsing either presidential candidate, instead calling for a statement on Election Day calling for unity. Coming to the end of one of the "toughest" and "most divisive" elections in recent history, he said the American people were making a decision. We must start working together to bring the country together and focus on the pressing economic and global issues at hand. Trump claimed to have Dimon's support in October, ...

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2024-11-06 09:59:57
JPMorgan Chase: Trump's victory may prompt the Federal Reserve to suspend interest rate cuts as early as December

David Kelly, chief global strategist at JPMorgan Asset Management, said the Fed could pause its easing cycle as early as December if Mr. Trump wins the US election this week, as his expansionary fiscal policy plans will push up inflation and prevent interest rates from falling. Kelly pointed out that if the Republicans win a big victory in Trump, there will be more expansionary fiscal policy, which could trigger a trade war.

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2024-11-04 10:44:57
摩根大通:特朗普获胜或促使美联储最早12月暂停降息

摩根大通资产管理公司(JPMorgan Asset Management)首席全球策略师 David Kelly 表示,如果特朗普本周赢得美国大选,美联储最早可能在 12 月暂停其宽松周期。因为特朗普的扩张性财政政策计划将推高通胀并阻止利率下降。 Kelly 指出,如果共和党在特朗普的胜利中大获全胜,将会有更多的扩张性财政政策出炉,可能会引发贸...

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2024-11-04 10:44:57
JP Morgan Chase: Bitcoin mining revenue and profits have declined for four consecutive months

Bitcoin (BTC) daily mining revenue and gross profit fell for the fourth consecutive month in October, JPMorgan Chase (JPM) said in a research note on Friday. JPMorgan estimates that gross profit from Bitcoin daily block rewards fell by 2% in October, reaching its lowest level on "recent records." On the positive side, transaction fees spiked to 60% of block rewards at the end of the month, providing some relief to hash prices.

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2024-11-01 23:22:10
HKMA: JPMorgan Chase, R3 and WeBank Technology Join Ensemble Project Framework Working Group

According to the Hong Kong Monetary Authority, JPMorgan Chase, R3 and WeBank Technology will join the Ensemble Project Structure Working Group as new members. The previous members of the working group included the HKMA, the Securities and Futures Commission, the Hong Kong Centre under the Bank for International Settlements Innovation Hub, the CBDC Expert Group and seven private institutions, including Bank of China (Hong Kong), Hang Seng Bank, HSBC, Standard Chartered Hong Kong, HashKey Group, A...

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2024-10-29 14:47:01
JPMorgan Chase: The opportunities for bitcoin miners to obtain contracts for AI data center services are narrowing

Bitcoin miners face a window of data center and high-performance computing (HPC) service contracts with hyperscale computing and AI startups in the next nine months, but the chances of securing HPC/AI data center deals are dwindling, according to analysts at JPMorgan. Due to delays in data center approvals and grid connectivity, bitcoin miners can leverage their existing infrastructure to meet AI computing needs. The report states that with limited grid capacity in the United States, demand for ...

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2024-10-17 23:50:22
摩根大通:比特币矿企获得与AI数据中心服务合同的机会正在缩小

JPMorgan 分析师表示,比特币矿企在未来 9 个月内面临与超大规模计算和 AI 初创公司签订数据中心和高性能计算(HPC)服务合同的窗口期,但获得 HPC/AI 数据中心交易的机会越来越小。由于数据中心审批和电网连接的延迟,比特币矿工可以利用其现有基础设施满足 AI 计算需求。报告指出,美国电网容量有限,AI 和 HPC 的需求将持续增长至 2026 年。

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2024-10-17 23:50:22